Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
16.9K+ 13.8% |
$1.05M - $1.14M
|
139K
$9.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.8K+ 11.63% |
$1.05M - $1.13M
|
161K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
16.7K+ 7.89% |
$1.04M - $1.13M
|
229K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.6K+ 1.94% |
$1.04M - $1.12M
|
871K
$58.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
16.5K+ 4.74% |
$1.03M - $1.11M
|
365K
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5K+ 21.48% |
$970K - $1.05M
|
87.9K
$5.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$963K - $1.04M
|
15.4K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
15.3K+ 4.38% |
$955K - $1.03M
|
365K
$24.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.3KNew |
$953K - $1.03M
|
15.3K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.9K+ 12.43% |
$929K - $1M
|
135K
$9.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 2.75% |
$929K - $1M
|
557K
$37.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.4K+ 13.6% |
$900K - $971K
|
121K
$8.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14.3K+ 42.67% |
$891K - $962K
|
47.8K
$3.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 56.04% |
$886K - $956K
|
39.5K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.9K+ 13.12% |
$864K - $932K
|
119K
$7.99M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 2372.94% |
$826K - $891K
|
13.8K
$924K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 7.11% |
$801K - $864K
|
193K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.7K+ 14.54% |
$791K - $854K
|
100K
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$790K - $852K
|
12.7K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 1.45% |
$769K - $829K
|
861K
$57.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 10.44% |
$766K - $827K
|
130K
$8.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
11.6K+ 5.24% |
$726K - $783K
|
234K
$15.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
11.6K+ 18.56% |
$722K - $779K
|
73.9K
$4.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.4K+ 80.52% |
$712K - $768K
|
25.6K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11.3K+ 9.29% |
$707K - $763K
|
133K
$8.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.1K+ 40.38% |
$692K - $747K
|
38.6K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11K+ 15.94% |
$686K - $740K
|
80K
$5.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3K+ 9.88% |
$640K - $690K
|
114K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.2K+ 5.83% |
$633K - $683K
|
184K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 16.01% |
$626K - $676K
|
72.8K
$4.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10K+ 251.38% |
$626K - $675K
|
14K
$938K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
9.87K+ 35.58% |
$615K - $664K
|
37.6K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.85K+ 10.04% |
$615K - $663K
|
108K
$7.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.54K+ 38.01% |
$595K - $642K
|
34.6K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.32K+ 2.69% |
$582K - $627K
|
356K
$23.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.18K+ 9.28% |
$573K - $618K
|
108K
$7.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.84K+ 7.22% |
$552K - $595K
|
131K
$8.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.71K+ 7.58% |
$543K - $586K
|
124K
$8.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.59K+ 59.87% |
$536K - $578K
|
22.9K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
8.29K+ 154.59% |
$517K - $558K
|
13.7K
$914K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
8.22K+ 70.65% |
$513K - $553K
|
19.8K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.12KNew |
$507K - $547K
|
8.12K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
7.93K+ 3.97% |
$495K - $534K
|
208K
$13.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.91K+ 5.07% |
$494K - $532K
|
164K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
7.89K+ 16.13% |
$492K - $531K
|
56.8K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.38K+ 12.84% |
$461K - $497K
|
64.9K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.38K+ 27.58% |
$460K - $497K
|
34.1K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
7.28KNew |
$454K - $490K
|
7.28K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.26K+ 12.03% |
$453K - $489K
|
67.6K
$4.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
6.91K+ 7.15% |
$431K - $465K
|
104K
$6.94M
|
|